You will need to be the system administrator in order to bulk export your data from the platform. Additional information can be found on the Salesforce knowledge base.

Navigate to your name at the top right of the screen → Setup → Data Management → Data Export

Select “Replace carriage returns with spaces”. This will remove line breaks and insert blank spaces. If you retain the line breaks, Apto may not be able to properly format your data.

Under “Exported Data” choose the types of data you would like to include in the export. If you are unsure about what to include, we recommend selecting all objects for export.

Click “Start Export”

Salesforce will create a .zip folder that will include CSV files from all of the objects. The system administrator will receive an e-mail notification when the export is ready. Follow the link provided in the e-mail to download the .zip file.

REA/Realnex:

Output Format: .bak file

Refer to the video through the link below to export your REA database as a .bak file. Please note that it may be possible to export database tables to a spreadsheet, however, Apto cannot migrate these files.

Act! databases will export to a zipped folder that contains a .bak file. You may send over the entire zipped file. Please refer to the instructions through the following link to backup your data and attachments.

The Apto Enablement Services team will send you an e-mail with next steps outlined shortly after you have signed up. Please use the link provided in this e-mail to submit your data.

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Data Loading Fundamentals

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